Back to Mavenlink.com Blog Tour Status

Salesforce Integration Overview

Overview

Mavenlink's Salesforce integration makes it possible to create successful client engagements from “proposal” to “project delivered”. Accelerate project kickoff by planning for deals in the pipeline to foster successful client engagements.

Connect Mavenlink with Salesforce to automate project creation from Opportunities and to provide Salesforce users with key information about Mavenlink projects. The integration also facilitates cross-platform communication within a project.

Benefits

Mavenlink projects can be created automatically and pre-populated with important information from the Opportunity. This allows service delivery teams to begin project execution more effectively. Sales teams can see key metrics about the projects they sold, and have relevant information with which to reach out and follow-up with customers. This can drive repeat business and build stronger relationships.

Functional Capabilities

  • The integration creates a Mavenlink project automatically from a Salesforce Opportunity. When the Opportunity reaches your predefined trigger stage, a Mavenlink project is automatically created and the 2 are linked for future updates.
  • Summary information about that project feeds back to the Salesforce Opportunity.
  • Communication within a project is bidirectional between Salesforce Chatter and the Mavenlink Activity Feed.

Configuration Options

  • Configure which Salesforce Opportunity stage(s) should automatically create a Mavenlink project.
  • Define a template to be applied to each newly created project.
  • Define which Opportunity stage should be mapped to which Mavenlink Project status.
  • Configure, if desired, the creation of a Business Development project earlier in the sales lifecycle. Like with the above, you can define a template to the applied to this project as well as which stage should trigger the creation of it.
  • The schedule that Salesforce fetches data from Mavenlink on. It can be scheduled to run as frequent as every hour.

Field Mappings

Mavenlink Field Direction SalesForce Field
Project Title <-- Opportunity Name
Project Budget <-- Opportunity Amount

 

Custom Object Fields

Mavenlink Project Object

Once a project/opportunity mapping is configured, the integration will synchronize the following Mavenlink fields with Salesforce fields of the same name created in a custom object. 

Field Name Direction Operation
Archived Bidirectional Read, Update
Budgeted Bidirectional Create, Read, Update
Budget Used Mavenlink --> Salesforce Read
Default Rate Mavenlink --> Salesforce Read
Description Bidirectional Create, Read, Update
Effective Due Date Mavenlink --> Salesforce Read
Title Bidirectional Create, Read, Update
Over Budget Mavenlink --> Salesforce  Read
Percentage Complete Mavenlink --> Salesforce Read
Budget Bidirectional Create, Read, Update
Start Date Bidirectional Create, Read, Update
Status Mavenlink --> Salesforce Read

 

Availability and Access

The Salesforce integration is available to Mavenlink Premier accounts. 

The Mavenlink for Salesforce app is available for download on the Salesforce AppExchange. Installation instructions are provided and setup typically takes 15-20 minutes. Setup can be arranged through your Account Manager in coordination with a Solutions Engineer. For further information, please reach out to your Account Manager.

 

 

Created on

Can't find what you're looking for?

Live Chat Submit a Ticket